Collecting data from Salesforce Marketing Cloud

Follow this guide to collect data from Salesforce Marketing Cloud and preview the data.

Understanding datastreams and authorizations

When you connect to Salesforce Marketing Cloud through Adverity, you authorize Adverity to access your account. Adverity stores this authorization information in an authorization, and stores the data collection configuration in a datastream.

You can create several datastreams using the same authorization. The datastreams collect information from the same source, with the same login credentials, with different configurations.

Limitations

Collecting data from Salesforce Marketing Cloud comes with the following limitations:

When setting up an authorization to Salesforce Marketing Cloud, different levels of permissions determine the report types from which you can collect data. These permissions are assigned to the Installed Packages and are linked to your Salesforce Marketing Cloud credentials. For more information, see Getting your Salesforce Marketing Cloud Client ID and Client Secret.

Different report types require different levels of authority.

Creating a datastream using Salesforce Marketing Cloud

Connecting to Salesforce Marketing Cloud

To connect to Salesforce Marketing Cloud, follow these steps:

1. Select the workspace you work with in Adverity and then, in the platform navigation menu, click Datastreams.

2. In the top right corner, click + Create datastream.

3. Search for and click Salesforce Marketing Cloud.

4. Choose one of the following options:

   • Click Setup a new authorization and set up the new authorization with your own login credentials. For more information on setting up a new authorization to Salesforce Marketing Cloud, see Setting up an authorization to Salesforce Marketing Cloud.

   • Click Send an access request to ask someone else to set up the new authorization. In the Email field, enter the email address of the person you want to ask to authorize the new authorization.

   • If you already have an authorization to Salesforce Marketing Cloud, choose an existing authorization.

5. Click Next.

Choosing what data to collect

To choose what data to collect and customize the Salesforce Marketing Cloud datastream configuration, follow these steps:

1. Click Custom configuration.

2. Click Next.

3. (Optional) Rename your datastream.

4. In Report type, select the type of data to collect from Salesforce Marketing Cloud. The selected report type determines the additional fields to populate.

5. (Optional) If you have selected Query in the Report type field, you can select the query to use for the data collection.

6. (Optional) In Date filter, select the type of date filters to use for data collection.

7. Click Next.

Choosing where to transfer your data

To choose where to transfer your data, follow these steps:

1. To assign destinations to your datastream, select their checkboxes. For more information on destinations and their configuration settings, see Introduction to transferring data.

2. Click Next.

Collecting initial data

To collect the initial data, follow these steps:

1. Choose the time period for which data is collected.

2. Click Run fetch.

Previewing data collected from Salesforce Marketing Cloud

The fetch collects data from Salesforce Marketing Cloud which takes some time. The Overview page of the newly created datastream is now displayed. To preview the collected data, follow these steps:

1. In the All tasks tab, find the task at the top of the list, and click Show extracts.

2. Click the top hyperlink.

3. The data extract is displayed in a table containing the data that you have fetched.

What’s next?

After collecting data from Salesforce Marketing Cloud, harmonize your data so that it conforms with Adverity's unified naming and formatting conventions.